How to exclude emails from the sync (email privacy)
Adding emails to the excluded list will ensure that correspondence to/from contact email addresses that exist in the CRM will not be logged in OnePageCRM
In this article:
| Add an email to the Excluded emails list |
| Remove an email from the Excluded emails list |
Add an email to the Excluded emails list
Jump up to Article's Overview ⮝There are 3 ways to add an email to the Excluded email list:
- Email Page
- Email Settings Page
- Contact Page
Email Page
Go to the Email page → on the left-hand side menu select Excluded Emails.
In the pop-up window, type the email address you wish to exclude → hit Add.
Email Settings Page
Go to your User/Profile icon (in the top right-hand corner) → Apps and Integrations → select Email → Excluded Emails tab.
Type the email address you wish to exclude in the textbox → hit Add.
Contact Page
Open the contact you wish to exclude from the Email Sync → click on the Email Sync icon → Toggle the switch to OFF for the Email Sync for this contact.
Notes:
- The Email Sync field will not appear in the Contact page form if there is no email address associated with this contact.
- Emails associated with OnePageCRM users will be excluded automatically.
- Email correspondence containing excluded contact email addresses will never be synced by OnePageCRM. However, there are two exceptions:
- If you send an email to a contact in the excluded list from OnePageCRM, this email will be stored in the CRM.
- If a contact on the excluded list is CC'd in an email conversation sent to at least one contact who's not on the excluded list, this email conversation will be synced to OnePageCRM only for the contact who is not on the excluded list.
- If you manually remove excluded email addresses from the List of excluded emails, the contact containing that email will be automatically enabled for Email sync.
- From the moment an excluded email address/domain is removed from the List of excluded emails, email correspondence for the associated contacts will be synced in OnePageCRM.
- Only the Account owner and Administrators have access to view the full list of excluded emails. Sub-users can only view the list of emails that they've manually excluded.
Remove an email from the Excluded emails list
Jump up to Article's Overview ⮝There are 3 ways to remove an email from the Excluded email list:
- Email Page
- Email Settings Page
- Contact Page
Email Page
Go to the Email page → on the left-hand side menu select Excluded Emails.
In the pop-up window, hover over the email address you wish to remove → click on the bin icon.
Email Settings Page
Go to your User/Profile icon (in the top right-hand corner) → Apps and Integrations → select Email → Excluded Emails tab.
Hover over the email address you wish to remove → click on the bin icon.
Contact Page
Open the contact you wish to include back in the Email Sync → click on the Email Sync icon → Toggle the switch to ON for the Email Sync for this contact.
